ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

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Account Planning Value Proposition Account Management Stakeholders 52

Janek Performance Group: Account Planning

OCTOBER 25, 2023

However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. It’s putting their needs ahead of the sale to form long-term relationships.

Account Planning 52

Account Planning Decision-making Communication B2B 52

Arpedio

JUNE 2, 2023

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. In this blog post, we’re diving headfirst into the captivating world of Account Plans.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Strategic Account Management Association

AUGUST 6, 2021

Form an organizational capability around co-creating products and solutions with our customers Redesign our philosophy around our customers’ needs Make a positive business impact on our customers’ operations Ingrain a deeply customer-centric vision and mission for sales. Three additional processes are in incubation.

Supply Chain 520

Supply Chain Logistics Co-Creation e-Learning 520

Upland

MARCH 23, 2023

Having trouble setting accurate sales forecasts or seeing close dates consistently sandbagged to next quarter? Regardless of the size of your company, the sales leader gathers sellers and runs them through the standard set of questions. Ultimately, the challenge of sandbagging is that of unreliable sales forecasts.

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

Arpedio

NOVEMBER 22, 2023

Unlock Business Potential with Effective Stakeholder Mapping Improve your critical stakeholder relationships ← Back to blog As businesses strive to achieve growth and success, many overlook the untapped potential of effective stakeholder mapping. We will also highlight the tools and techniques available for stakeholder mapping.

Stakeholders 52

Stakeholders Decision-making Innovation Business Growth 52

ProlifIQ

MAY 14, 2021

When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial. A well-crafted B2B sales strategy can be the difference between victory and defeat. If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously.

Account Planning 64

Account Planning Innovation Stakeholders B2B 64

ProlifIQ

JANUARY 18, 2022

When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial. A well-crafted B2B sales strategy can be the difference between victory and defeat. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. . Closing the first deal.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Arpedio

JUNE 2, 2022

How GUBI went from limited account insight to complete stakeholder visibility. Prior to teaming up with ARPEDIO, the main challenge for GUBI was too little visibility into accounts and stakeholders. The organization as a whole simply didn’t have the full insight potential it desired into its customers and stakeholders.

Stakeholders 52

Stakeholders Account Planning Account Management B2B 52

ProlifIQ

MAY 14, 2021

When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial. A well-crafted B2B sales strategy can be the difference between victory and defeat. If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Upland

JULY 12, 2023

MEDDIC is not actually a healthcare term. It’s a sales acronym. And it’s all about deal qualification MEDDIC – a deal qualification framework Many think that MEDDIC is a sales process , but it’s really a deal qualification framework with multiple processes for decision criteria, decision process, etc.

Decision-making 195

Decision-making Sales Account Planning Healthcare 195

Quip

NOVEMBER 17, 2020

As the selling landscape shifts, sales ops is stepping into the spotlight. Teams are working quickly to adapt their people and processes to new challenges and opportunities, elevating the strategic importance of sales operations. Eighty-five percent of sales professionals agree that sales ops is becoming increasingly strategic.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Upland

MARCH 29, 2023

Relationship management in sales is all about delivering value and understanding the people and problems at play within accounts – both from prospective and current customers – in order to help solve their greatest challenges. In fact, according to Forrester, in-person, face-to-face sales are back on the rise.

CRM 195

CRM Management Stakeholders Decision-making 195

Upland

APRIL 20, 2023

You need a strategy to defend and grow revenue in not only key accounts, but in every account. Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers.

Account Management 195

Account Management Management Account Planning Decision-making 195

Brightbridge Consulting

AUGUST 5, 2021

We now look forward to booked engagements with the development of leadership and furtherance of account plans this Autumn. A face-to-face meeting is planned! The post Meeting up? We are now engaging with middle Management in our UK engineering client. The Research group Gartner have recently reported that 70.3%

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Meetings Suppliers Key Account Management Account Planning 40

DemandFarm

APRIL 8, 2024

If you’re part of a B2B sales team, chances are that ABS as a strategy is on your radar. Account Based Selling (ABS) burst into the spotlight in the mid 2010s and has been steadily gaining traction as the go-to approach among B2B sales organizations. Who wouldn’t want to unlock the full potential of their key accounts?

Key Account Management 52

Key Account Management Account Management Stakeholders Meetings 52

ProlifIQ

OCTOBER 4, 2023

Where To Start In the complex world of B2B sales and account management, success hinges on the ability to develop and execute a robust account management strategy. We’ll walk through the key components of building an effective account management strategy that drives revenue, customer retention, and loyalty.

Account Management 52

Account Management Management Account Planning Key Account Management 52

ProlifIQ

FEBRUARY 13, 2023

Defining a Sales Handoff The business model for many B2B Saas companies involves customer growth. Therefore, as a customer success manager, it is essential to train for successful customer onboardings and to work closely with the sales and customer support teams to ensure that customers have a positive experience from start to finish.

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Account Planning Onboarding Sales Customer Success 52

Arpedio

DECEMBER 22, 2023

December 23 What are the essential prerequisites a sales team must meet before a company should consider scaling their sales force? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.

Account Planning 52

Account Planning Stakeholders Account Management Communication 52

Account Manager Tips

NOVEMBER 22, 2022

First things first: find out what they want You can't adapt your account strategy until you understand what the new procurement team want. Schedule a discovery meeting as soon as possible to figure out what their priorities are. Who are their internal stakeholders? One Page Key Account Plan Guide & Template.

Procurement 130

Procurement Suppliers Supply Chain Key Account Management 130

ProlifIQ

JUNE 21, 2023

Strategic accounts are not just any customers; they are the key customers that hold significant value and have the potential to contribute substantially to the company’s growth and revenue. A strategic account development plan serves as a roadmap for nurturing and growing these important accounts.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

DemandFarm

APRIL 4, 2023

Why should you adopt Digital Key Account Management? What are some of the benefits of adopting digital account planning solutions for your key accounts? How will it be different from the existing account management strategies that you have adopted for your key accounts?

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

ProlifIQ

FEBRUARY 8, 2023

Where are you as a company not meeting business requirements for your customers? This is essentially the industry standard way a sales team and customer success managers think about account management. QBRs are not designed to help a customer success team actively execute account tasks that lead to an upsell or expansion.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. Assess client health based on their own customized best practices.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

ProlifIQ

NOVEMBER 9, 2022

The same can be said about sales leaders , where you don’t typically have quotas but specific KPIs that must be hit to also be rewarded a commission or bonus. That means when a conversation begins with your selling team, it can be assumed that most of these people aren’t going into their first discovery meeting blind.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

Upland

NOVEMBER 27, 2023

But before you jump head-first into the sales process, there are four fundamental things you must know: 1. An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. What are their goals? What’s driving that business to make decisions?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Warwick Brown // Account Manager Tips.

Account Management 246

Account Management Key Account Management Management Suppliers 246

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

SBI Growth

JANUARY 27, 2014

As a sales manager, your team looks to you for coaching and strategic help. Account Planning. Using the Stakeholder Wheel Job Aid (Click here to download the tool), walk your rep through the BDT. These stakeholders can wield tremendous political power and easily kill a deal. ACCOUNT PLANNING.

Account Planning 121

Account Planning Stakeholders Decision-making Prioritization 121

Arpedio

APRIL 15, 2024

What is Sales Enablement? In order to improve sales effectiveness and drive revenue growth, it is crucial to have a clear understanding of sales enablement. This strategic approach aligns marketing and sales efforts, enhances buyer interactions, and optimizes the sales process.

Sales Training 52

Sales Training Sales Decision-making Account Planning 52

DemandFarm

APRIL 13, 2023

KAM Glossary (with 65 Definitions) To help strategic account managers / key account managers /sales professionals enhance their understanding of Key Account Management (KAM) , this glossary provides clear and concise definitions and explanations of essential terms, definitions, and concepts related to key account management.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Create contact plans to keep in touch with key stakeholders in your company and your client's. Create capture plans. Create a plan that outlines the steps that will lead to customer renewal. Unhappy clients don't renew.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Revegy

FEBRUARY 25, 2020

stakeholders in 2014 to 10.0 in 2018 [footnote 1], which highlights the need to tailor sales messages for each buyer persona. This blog will explore a proven framework to help you better personalize your sales messages. Thousands of sellers tout the following framework benefits: Comprehensive account planning.

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Supply Chain Logistics Manufacturing Investors 82